# AI Chip Selloff: Is the Bottom Finally In? | Wayve Wire Special Report

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/ai-chip-selloff-is-the-bottom-finally-in-wayve-wire-special-report-2
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/ai-chip-selloff-is-the-bottom-finally-in-wayve-wire-special-report-2.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-29T15:00:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN3522222940.mp3
Audio file: https://traffic.megaphone.fm/FPMN3522222940.mp3
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Duration seconds: 1794

## Resource

Has the AI selloff created one of the best buying opportunities of the year? Join Todd M. Schoenberger as he welcomes Joe Besecker, CEO of Wayve Capital, and Rhys Williams, CIO of Wayve Capital, for a special edition of ⁠Wayve Wire⁠ as they break down the sharp correction that has rattled semiconductor stocks and the broader AI trade. With the Philadelphia Semiconductor Index (SOX) falling more than 15% during July—despite remaining up roughly 55% year-to-date—investors are asking whether the worst is finally behind us. The discussion also previews Friday's earnings reports from several technology leaders and examines whether those results could reignite momentum across the semiconductor sector. If you're invested in AI, technology, or semiconductor stocks, this special report provides timely insights into one of Wall Street's most important investment themes. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager,…

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## Transcript

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